See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,741 | $90,600-5.4% | $79,464+7.9% | $135,375-36.7% |
| Participation rate | 43.5% | 76.0%-32.6pp | 73.3%-29.9pp | 82.6%-39.2pp |
| Annual return | -2.26% | 977.43%-979.7pp | 718.14%-720.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $855 | $3,068-72.1% | $2,800-69.5% | $4,779-82.1% |
| Participant deferral / active EE | $2,198 | $4,050-45.7% | $3,704-40.6% | $5,609-60.8% |
| Admin fee / account holder | $99 | $5,907-98.3% | $5,113-98.1% | $10,827-99.1% |